WI
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Wintrust Investments’s TSMC TSM Stock Holding History

Wintrust Investments’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$134K Sell
679
-32
-5% -$6.19K 0.12% 137
2024
Q3 		$123K Sell
711
-6,307
-90% -$1.07M 0.09% 185
2024
Q2 		$1.22M Buy
7,018
+239
+4% +$36.3K 0.1% 173
2024
Q1 		$922K Buy
6,779
+1,737
+34% +$216K 0.08% 204
2023
Q4 		$524K Buy
+5,042
New +$481K 0.05% 265
2023
Q3 		– Sell
-2,079
Closed -$210K – 438
2023
Q2 		$210K Buy
+2,079
New +$193K 0.02% 402
2022
Q4 		– Sell
-3,491
Closed -$239K – 413
2022
Q3 		$239K Buy
+3,491
New +$289K 0.03% 345
2022
Q2 		– Sell
-3,454
Closed -$360K – 415
2022
Q1 		$360K Sell
3,454
-1,803
-34% -$211K 0.03% 301
2021
Q4 		$632K Sell
5,257
-356
-6% -$41.7K 0.06% 226
2021
Q3 		$627K Buy
5,613
+154
+3% +$18.1K 0.08% 159
2021
Q2 		$656K Buy
5,459
+249
+5% +$29.2K 0.07% 227
2021
Q1 		$616K Buy
5,210
+2,012
+63% +$249K 0.06% 232
2020
Q4 		$349K Buy
3,198
+74
+2% +$7.02K 0.1% 125
2020
Q3 		$253K Buy
+3,124
New +$237K 0.03% 290

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wintrust Investments's TSM Position: Q4 2024 in Review

Wintrust Investments reduced its TSMC (TSM) stake by 4.5% in Q4 2024, selling an estimated $6.19K and leaving 679 shares worth $134K. The position accounts for 0.12% of the portfolio, ranked #137.

Wintrust Investments first reported a position in TSM in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.22M in Q2 2024. 2,464 funds tracked by Wall St. Rank hold TSM as of Q4 2024.

  • Wintrust Investments held 679 shares of TSMC worth $134K as of Q4 2024.
  • Wintrust Investments sold 32 TSMC shares in Q4 2024, an estimated $6.19K.
  • TSMC made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #137 holding.
  • Wintrust Investments first reported a position in TSMC in Q3 2020 and has held it in 14 quarters since.
  • Wintrust Investments's TSMC position peaked at $1.22M in Q2 2024.
  • 2,464 funds tracked by Wall St. Rank held TSMC as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.